Custom Report Example - Member Name and Occupation

Objective:

This report will provide members names and occupations. The occupation field is an example of one of the defined note fields in Personal Profiles. If you prefer, you can choose one of the note fields you have defined. The purpose of this example is to demonstrate the basics of creating a query.

Result:

Steps:

1. To begin, start by navigating to the Personal Profiles module, select the Other Output option and then finally Custom Reports.
   
   1. If you are using a version prior to 11, there will be no other output option; the Custom Reports option will be directly under the Personal Profiles module.
      
      
2. The next step will be creating a new query and a title to go with it. This step will be different depending on whether you have created a custom report in the past or not.
   1. If you have NOT created a custom report in the past, the system will immediately prompt you for a report title. Simply enter the desired title and click OK; this will bring up the query builder for the next step.
   2. If you HAVE created a custom report in the past, you will be brought to anexisting page of all your custom reports. Simply click the Add button and enter the desired title and click OK; this will bring up the query builder for the next step.
      
      
3. Now we will need to create the filter for the query. In this example, individuals are members if they have the code Member in their Personal Status Code field.
   • From the "Step 1: Pick a field" tab, select Personal Status.
   • From the "Step 2: Pick an Operator" tab, select Exactly Matches.
   • From the “Step 3: Select Member from the list.
     
4. At this point, you will be prompted: Do you want to run this query now? Click Yes. Here we will need to define the output fields. Do so by simply double clicking on the desired fields; this will move them to the included section. Select Last Name, First Name and Occupation from the “fields to pick from” section.
    
   
   
5. Now we need to define the sort order. On the Query Overview window, click Edit Sort Order. Select the “Last Name, First Name” field to sort by. Click Done to return to the Query Overview window.
   
   
6. Now click Run Query and then Start Report to see your results. This will generate a list of names and their corresponding occupations. The above filter could be customized to any of the personal profile custom notes fields.